CPA Advantage Edge Program™

The Table Bay CPA Advantage Edge Program™ is an exclusive program designed to help Advisors enter the lucrative CPA referral market by training you to build long term business alliances with accountants in your area.

This highly specialized program has been designed to help qualified Advisors build new business with qualified CPAs. With our program, CPAs will find it advantageous to use you as their “go-to advisor” for their clients’ retirement distribution and financial planning needs.


  • Turn CPAs into eager partners
  • Get quality clients with massive accounts
  • Multiple streams of highly qualified prospects
  • Access to the largest IRA accounts in your community
  • Dominate your local market
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What CPAs are saying:

“The best meeting I have attended in the past 10 years!”

– Scott H., Denver CO

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